Version: eXtendOrders 2.0.0 and above
Audience: User
Problem:
Upon copying a Sales Order or Estimate using NetSuite's native Make Copy method, you lose the PO Vendor details from the line items, and on an eXtendOrders-configured order, you lose the configured OIC line details.
Solution:
With eXtendOrders, you will have a new button called Copy Order, on your Sales Order or Estimate. This button copies the Sales Order/Estimate along with PO Vendor details on each of the line items. Additionally, if you are copying an eXtendOrders-configured Sales Order/Estimate with Deco lines (OIC lines), it will retain the OIC lines as well.
Notes:
- The new, copied order will be placed into Pending Approval NetSuite Status.
- The Copy Order button is not dependent on Sales Order/Estimate NetSuite Statuses.
- If orders being copied have eXtendOrders Deco lines on them and PO vendor is manually updated on line items, then the PO Vendor will be set from OIC lines which are copied to the order.
- This button will work for orders without Deco lines as well.
- The source order number will be stored in the EXTEND COPY FROM field (custbody_extend_copyfrom).
If you do not see this button on your Sales Orders or Estimate records, contact your NetSuite Administrator to configure the eXtendOrders SHOW COPY ORDER BUTTON ON TRANSACTIONS setting.